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RHG Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,432,469
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
RHG Advisors LLC is a small, state-registered investment adviser that provides discretionary investment management for existing clients, including high-net-worth individuals and participants in deferred compensation and retirement plans. The firm manages diversified portfolios primarily using mutual funds and ETFs and charges advisory fees as a percentage of assets under management.
RHG applies a customized, account-by-account approach that emphasizes diversification and long-term holding with occasional tactical asset-allocation shifts, use of cash as a strategic asset, and systematic rebalancing. The firm draws on a mix of fundamental, cyclical, charting, and technical analysis when selecting funds and will accommodate client- or plan-imposed investment restrictions when necessary.
Distinctive features include a long operating history combined with a policy of honoring legacy client agreements and no longer accepting new client relationships, while continuing to serve both corporate/plan-related clients and high-net-worth individuals — a client mix that is uncommon for managers primarily focused on pooled or institutional assets. The firm also manages a small number of accounts through an unaffiliated adviser, relies largely on no-load mutual funds, and requires clients to use their chosen custodians for trade execution.
Client services
Portfolio management
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
$0 - $4,000,000: 0.50% $4,000,000+: 0.35%
Fee-only: Fee-only investment management services honoring prior agreements for existing clients only
Main office location
RHG Advisors LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
RHG Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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